Business Analyst - Treasury Management (Hybrid in CA)
Core
Business Analyst supporting Treasury Management products and services to improve processes, reduce manual work, and enhance operational efficiency.
Role type
Business Analyst (Treasury Management)
Builds
Treasury Management capabilities including online banking, ACH services, wire services, positive pay, remote deposit capture, and account reporting.
Domain
Commercial Banking / Financial Services
Required skills
Business analysis, commercial banking operations, Treasury Management products knowledge, process mapping, data analysis, requirements gathering, change management, low-code/no-code tools, workflow automation, vendor management.
Preferred skills
Experience with Prelim platform, commercial account opening, customer onboarding, system configuration.
Technologies
Microsoft Excel, Prelim platform, low-code/no-code software, workflow automation tools.
Responsibilities
Analyze Treasury Management processes to identify inefficiencies and gaps; support implementation and administration of Treasury Management products; partner with stakeholders to improve service delivery; develop procedures, process maps, and operational documentation; analyze data to identify trends and opportunities; assist with testing and implementation of new services; facilitate meetings to define problems and drive resolutions.
Seniority
Mid-level (2-5 years experience)
